Every business has its own requirements when it comes to information displayed on invoices, packing slips, purchase orders, and other documents. Qoblex offers a wide range of customization features for users to determine what data should be included in PDF printouts.
This article outlines how to configure and use custom templates that will allow you to customize your documents within Qoblex. Qoblex supports several types of templates:
Invoices
Purchase orders
Packing slips
Refunds
Steps to Create a custom template
Login to your Qoblex account
Go to Account Settings
Click on Branding & Customization
Scroll down to the Document Customization section.
Click on Add Template and choose the template type you want to create.
Once you choose the type, you then proceed with the customization process. The process is covered below in this article.
Once you are ready, click Save&Close, and your template will be saved within the Document Customization section.
Customizing your template
Now, let’s take a look at what kind of information you can have in your templates.
The process of disabling or enabling some fields is quite straightforward. Turning off the corresponding checkbox will make the item disappear from your template.
As mentioned above, there are 3 types of templates you can create in Qoblex – Invoice template, Packing slip template, Purchase order template, and Refund template.
Templates are divided into four sections:
General settings – Template name, paper size, orientation, title of the document and logo
Header Fields – Fields like ship to address or order information like number, due date, etc.
Columns – Columns that hold information about your products (SKU, barcode, tax rate, etc.)
Footer – Can hold static information that you include in all your documents (e.g. Bank details)
General information and the Footer are identical across all your templates but can contain different information according to the document type.
General settings
General settings contain these properties:
Template name
The name of the template that will appear among all your templates and when you choose the template for printouts
Paper size
Size of the page you will print your document on (A3, A4, A5)
Orientation
Customer reference number
Title
Title of the document that will appear on the printout version. If you want the order number displayed in the title, you can add a placeholder by typing {number} in the title.
Logo
Your company logo to include in the template
Company Information Header
You can showcase your tax number, website, and clickable default email/links for customers to access and explore easily.
Footer
The Footer is also a field that is identical in all template types. However, the content of the footer is defined by you.
You can use the footer to include static information, such as your bank details or standard information that you share with the recipients of that document type.
You can choose to display the footer on the same page as the order details or on a separate page. To do that, you need to turn off the corresponding checkbox (See item #2 on the screenshot).
Now that we have covered the General settings and the Footer, we can review the differences template types have in the Header Fields and Columns. All the properties for different types of documents are listed below.
Invoice Template
Header Fields for invoices contain the following properties:
Ship To
This is the Ship to address of your customer
Invoice Number
The invoice number of your order
Reference number
Customer reference number
Customer Notes
Notes to customers that are included in the Shipment
Method
Shipping method
Show Product Image
You can define whether to show product images or not
Show Bundle Items
You can define to show bundle components
Bill To
Bill to address of your customer
Show Logo
Defines if a logo is included in the template
Ship From
Ship from location (Your warehouse)
Order date
The date of the order
Shipment date
The date the items are going to be shipped on
Tracking code
Tracking code for the shipment
Tax Number
The tax number of the customer.
Created At Date
The creation date of the order.
EORI Number
A unique identification number used by customs authorities in the EU and U.K.
Assignee
The user assigned to the order.
Show the Currency
The currency used in the order.
Columns that are available for Invoices are as follows:
Product name
SKU
Price
Barcode
Discount
Quantity
Country of origin
Tax rate
HS Code
Subtotal
Purchase Order Template
Header Fields for purchase orders contain the following properties:
Ship To
This is the Ship to address of your customer
Order Number
The number of your order
Reference number
Customer reference number
Customer Notes
Notes to customers that are included in the Shipment
Method
Shipping method
Show Product Image
You can define whether to show product images or not
Show Bundle Items
You can define to show bundle components
Bill To
Bill to address of your customer
Show Logo
Defines if a logo is included in the template
Ship From
Ship from location (Your warehouse)
Order date
The date of the order
Due Date
The due date of the payment in the order.
Show Currency
The currency used in the order.
Columns that are available for purchase orders are as follows:
Product name
SKU
Price
Received Quantity
Discount
Quantity
Supplier SKU
Tax rate
Subtotal
Packing slip template
Header Fields for packing slips contain the following properties:
Ship To
This is the Ship to address of your customer
Order Number
The number of your order
Reference number
Customer reference number
Customer Notes
Notes to customers that are included in the Shipment
Method
Shipping method
Show Product Image
You can define whether to show product images or not
Show Bundle Items
You can define to show bundle components
Bill To
Bill to address of your customer
Logo
The logo in the template.
Ship From
Ship from location (Your warehouse)
Order date
The date of the order
Shipment date
The date the items are going to be shipped on
Tracking code
Tracking code for the shipment
Carrier
Shipping carrier name
Order Barcode
The barcode of the order itself (not a product barcode)
Units count
Total number of units
Show currency
Defines if the currency used in the order will be shown
Columns that are available for packing slips are as follows:
Product name
SKU
Product Barcode
Price
Weight
Quantity
The order of columns can be rearranged according to your needs in the Purchase order and Packing slip templates
Refund template
Ship To
This is the Ship To address of your customer
Number
The corresponding sales order number.
Show Logo
Defines if the logo will be shown in the template.
Refund Date
The date of the refund.
Show Product Image
You can define whether to show product images or not
Show Bundle Items
You can define to show bundle parts.
Show currency
You can define whether to show the currency of the order or not.
Bill To
The Bill To address of the customer.
Reference
Customer reference number
Ship From Location
The location where the order was shipped from.
Assignee
The user assigned to the order
Refund Comments
The comments in the refund section of the order.
Columns that are available for packing slips are as follows:
